Administrators, click Settings at the top-right of the dashbar to manage everything from user logins, roles and permissions to data imports, domain configuration and tags.




Click Security Management in the left navigation to access Accounts and manage permissions.


Accounts

See and manage accounts in the system, or add new accounts. Before adding a new user login account, check to make sure that person is not already in the system by searching with all or part of the persons email at top-right.


There are various types of authentication in Campus Suite. Simple user authentication is where the user logs in with their email address and a password that is established.


SSO (Single Sign-On) makes it so that you can enable users to login using existing credentials that now use in your Student Information System, or other systems using Clever as a middleware application. Campus Suite partners with Clever to provide this authentication and Clever is free for schools. Accounts synchronized in using Clever are marked with a blue "Clever" tag to the right of each account. Contact support for more details or to start the process.



Adding and managing user accounts

Before adding a new user account, search to make sure that person doesn't exist yet. Having multiple user accounts can lead to conflicts. Often, an existing publisher may request an administrator to grant them access to a new area of the website. In this case, you would edit the current user, granting them access to the new area. 


No matter the type of authentication you use, the user accounts are used to limit a person's access to certain areas, and gives them certain privledges around the site based on their permissions. Permissions are governed using Groups and Roles.


  • How do I add an User Account?
    To add an account, click on Accounts and then the green +Create in the upper right hand corner. Fill out the following info; Email, Display Name and Password. BE SURE TO ADD A COMPLEX PASSWORD. See this article on password security. Hacking is at an all-time high!
    Remember to verify that the User is not already in the system. If an account already exists for a user an error will appear at the top of the screen and not let you create the new User Account.



  • How do I edit an User Account?
    To edit an account click on the Pencil icon to the right of the proper account.


  • How do I reset a password?
    To reset a person's password click on the Spinning Arrow icon to the right of the the proper account.

    Note: If you are using Clever to log in, you will not be able to reset your password in Campus Suite.

  • How do I add a Role to an Account?
    Navigate to the proper account under Accounts and click on the Person icon to the right of it or do a search for the User in the search function located at the top of the screen.  Select the Role that you want to assign to the the account, the Department the role should be associated with, the Inheritance of the role and finally Apply. The inheritances that are available are the following;
    • Single Department - The role is associated with the Department that you chose but not any sub-departments that are located inside of it.

    • All Sub-departments only - The role is associated with all of the sub-departments of the Department that you chose.

    • Single Department and all Sub-departments only - The role is associated with the department and all of the sub-departments of the Department that you chose.

  • How do I add a Group to an Account?
    Navigate to the proper account under Accounts and click on the Group icon to the right of it or do a search for the User in the search function located at the top of the screen.  Select the Group that you want to assign to the the account and finally Apply.

  • How do I Deactivate/Activate an Account?
    To Activate/Deactivate an account, navigate to the proper account under Accounts and click on the Lock icon located to the right of it.

  • How do I impersonate another Account?
    See the following article, Impersonate.

  • What does the vertical color bar to the left of an account mean?
    On the left side of the an account you will see a vertical bar, normally this will be grey. If the vertical bar is green it means that the account is a Super User. But if the bar is red it means that the account has been deactivated.




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Groups and Roles

From your dashboard  click on Settings followed by Security Management to find both Groups and Roles. You can apply roles to both groups and users. Users can be members of groups that have roles applied to them. Don't worry too much yet about keeping track of all this, just know that this methodology allows you to really dial in permissions and restrict certain people, and even groups of people. As you manage your new Campus Suite website, you will reveal certain things you want to open up, or restrict access to. Our support team is here to either answer your questions, or even help you set up special security roles that work best for your organization.


  • What are Groups?
    If you have multiple users, especially ones who need similar access requirements, it would be cumbersome to assign the departments to each user individually. This is where groups come in handy. In Campus Suite’s Security Management center, groups provide defined access privileges to specified departments in your system. You can set up these groups, determining what department(s) can be accessed and at what permission (Role) level. This keeps you from having to go in for each user and make the needed associations between them and the departments.

  • How do I create a new Group?
    To create a new Group go to Security Management in the side navigation on the dashboard and select Groups. In the upper right hand corner is a green +CREATE. Click on that and enter the title of the new group.






  • How do I edit  a Group?
    While in the Groups menu, click on Pencil icon to the right of the Group that you would like to edit.

  • How do I edit a Group (Adding and removing people)? 
    While on the dashboard under Settings, click on Security Management and select Groups.  Click on the Silhouette icon to the right of the group you would like to associate people with and choose the people that you would like to be part of the group and click save.

  • How do I assign a role to a Group?
    Select Groups under Security Management while in Settings. To the right of the group you would like to associate a role to, click on the Person Icon to the left of the trash can. Enable the roles you would like to assign to the group and click save.

  • How do I delete a Group? 
    Go to Security Management under Settings and select Groups. Click on the Trashcan icon to the right of the group you would like to delete. Confirm that you would like to delete the group and click Ok. Once deleted, a group is gone and cannot be recovered and will have to be manually rebuilt.



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Roles

  • What is a Role?
    Use Roles to set permissions to actions in Campus Suite. Some examples include; fully manage websites, manage imports, manage redirects, manage iCal syncs, manage drafting workflows, manage security groups, etc. Campus Suite is always adding new roles as new features roll out. Being able to create roles and apply them to groups or individuals streamlines the way an administrator can granularly manage the permissions and access to many people.

  • How do I create a new Role?
    To create a new Role go to Security Management under Settings and select Roles. In the upper right hand corner is a green +CREATE. Click on that and enter the title of the new group.



  • How do I edit  a Role?
    While in the roles list, click on Pencil icon to the right of the Role that you would like to edit.

  • How do I edit the Permissions in a Role?
    While in the roles list, click on the Bulleted List icon to the right of the Role you would like to edit the permissions for.

  • What does each of the permissions allow?

    Each of the permissions gives the ability for a Role to do certain things in Campus Suite. Allowing Admin to create roles to do specific things for example, a calendar manager who is allows to manage the data for calendar modules and manage iCal syncs. Below you will find a list of the permissions that can be assigned to a Role and a short description of each. 

    • Fully manage websites - Allows a user to manage and edit websites
    • Fully manage intranets - Allows a user to manage and edit intranets
    • Permission for Campus Suite testing purposes
    • Manage files - Allows a user to upload and manage files in Campus Suite.
    • Manage locks on data in the system - Allows a user to view and use the Locks menu under Site Settings.
    • Allow full management of a user's people profiles - Allows a user to create and manage user's profiles. 
    • Fully manage data of any module type - Allows a user to manage the data of any module. 
    • Manage data for Blog modules - Allows a user to create, edit, move and delete Blog Posts.
    • Manage data for Gallery modules - Allows a user to create, edit, move and delete Galleries.
    • Manage data for Page modules - Allows a user to create, edit, move and delete Pages.
    • Manage data for Question modules - Allows a user to create, edit, move and delete Question
    • Manage process checklist - Allows a user to view and use the Process Checklist while developing the website.
    • Manage siteplans - Allows a user to view and use the Site Builder menu in the side navigation.
    • Manage iCal syncs - Allows a user to create and update iCal syncs.
    • Manage global/universal Campus Suite account information
    • Manage drafting workflows - Allows a user to view and use the Workflows menu under Site Settings.
    • Fully manage notifications data - Allows a user to create and manage notifications. 
    • Manage security groups - Allows a user to view and use the Groups menu under Security Management.
    • Manage web department navigation - Allows a user to edit and manage the side navigation of departments through the navigation editor.
    • Fully manage any personal sites - Allows a user to manage personal sites. 
    • Manage domains - Allows a user to view and use the Domain Configuration menu under Site Settings.
    • Manage imports - Allows a user to view and use the Imports menu under Site Settings.
    • View system log data
    • Allow personal sites - Allows a user to create and edit a personal site. 
    • Manage data for Alert modules - Allows a user to create, edit, move and delete Alerts.

    • Manage data for Calendar modules - Allows a user to create, edit, move and delete Calendar Events.

    • Manage data for News modules - Allows a user to create, edit, move and delete News Articles.

    • Manage data for People modules - Allows a user to create, edit, move and delete People.

    • Manage data for Snippet modules Allows a user to create, edit, move and delete Shared Content.
    • Manage redirects -Allows a user to view and use the Redirects menu under Site Settings.
    • View system statistical usage data
    • Manage system-defined tags - Allows a user to see the Tags menu under Site Settings where they can create and manage tags.
    • Manage themes - Allows a user to see the Themes menu under Themes & Layouts where they can edit the themes of their website.
    • Manage workflow configuration in the system - Allows a user to view and use the Workflows menu under Site Settings.
    • Manage user accounts - Allows a user to view and use the Accounts menu under Security Management.
    • Manage security roles - Allows a user to view and use the Roles menu under Security Management.

  • How do I delete a Role? 
    Go to Security Management in Settings and select Roles. To the right of the role you would like to delete, click on the Trashcan Icon. Confirm that you would like to delete the role and click Ok. Once deleted, a Role is gone and cannot be recovered.




User Accounts vs. User profiles

Do not confuse user account logins with user profiles. User profiles comprise your organization's  directory listings. User accounts and user profiles are two separate entities representing the same person in your organization. User profiles are managed under the People tab at the top of each department. So for example, to see all of the 6th grade math teachers, you might look under the People filter under the Academics department. Here, you can click a person's name to edit their profile data. They are also able to access and edit their profile data.




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